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Obsidian Personal Planning Solutions LLC: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Obsidian Personal Planning Solutions LLC on VMBS, newest first. How the timeline and the estimate are built.

Obsidian Personal Planning Solutions LLC held 192,080 VMBS shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 192,080 shares
    Change vs previous 13F +4,857 shares

    3.15% of the 13F portfolio, value $9,058,489.

    13F-HR 0001986152-25-000104 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 187,223 shares
    Change vs previous 13F +6,376 shares

    3.51% of the 13F portfolio, value $8,675,935.

    13F-HR 0001986152-25-000066 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 180,847 shares
    Change vs previous 13F -5,254 shares

    3.74% of the 13F portfolio, value $8,376,814.

    13F-HR 0001986152-25-000046 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 186,101 shares
    Change vs previous 13F +14,871 shares

    4.09% of the 13F portfolio, value $8,486,190.

    13F-HR 0001986152-25-000024 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 171,230 shares
    Change vs previous 13F +24,608 shares

    4.1% of the 13F portfolio, value $7,844,049.

    13F-HR 0001986152-24-000054 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 146,622 shares
    Change vs previous 13F +13,418 shares

    4.06% of the 13F portfolio, value $6,656,621.

    13F-HR 0001986152-24-000033 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 133,204 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $5,890,281.

    13F-HR 0001986152-24-000017 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).